Keep track of communication in Highrise by viewing a list of notes, emails, and comments associated with tagged contacts.
When filtering by a tag you'll see an option for
Notes & Activity by Tag.
Activity tagged [tag name] to view any notes, emails, and comments associated with the tagged contacts.
You can also access tagged activity from your
Click on the
Tags link on the main contacts page, then click on any tag from the Manage Tags page.
Show notes & activity on this tag link to view any notes, emails, or comments associated with the tagged contacts.
One great way to keep up with Highrise activity from your team is to subscribe to a daily digest email about a tag.
This digest will notify you about new contacts added to the tag as well as notes and emails added to contacts with the tag.
For example, you could subscribe to a daily digest for the tag
prospect and receive updates about all the new business prospect activity from your team in Highrise.
Click on any tag from the Manage Tags page, then click
Turn on email updates on the right side on the page.
Email digests are sent out once per day by 9am.
You will only receive an email if something new was added on the previous day. If you think you're missing a digest, please check your spam folder.
You can turn off the email updates by clicking
See details about the digest or unsubscribe on the right side of the tag page.
Unsubscribe to stop receiving emails about the tag.
You can also BCC or forward emails to a tag's dropbox address. Read more here.